Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.58M Sell
2025
Q2
$4.08M Buy
2025
Q1
$2.8M Buy
2024
Q4
$3.15M Buy
2024
Q3
$2.67M Buy
2024
Q2
$2.4M Sell
2024
Q1
$2.29M Buy
2023
Q4
$1.12M Buy
2023
Q3
$879K Buy
2023
Q2
$750K Sell
2023
Q1
$546K Buy
2022
Q4
$267K Sell
2022
Q3
$369K Buy
2022
Q2
$448K Buy
2022
Q1
$486K Sell
2021
Q4
$537K Buy
2021
Q3
$304K Buy
2021
Q2
$216K Buy
2017
Q3
Sell
2017
Q2
$256K Buy